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Innovator US Equity Buffer ETF January

83 hedge funds and large institutions have $102M invested in Innovator US Equity Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

9% more funds holding

Funds holding: 7683 (+7)

9% more capital invested

Capital invested by funds: $93.3M → $102M (+$8.35M)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.24% less ownership

Funds ownership: 67.08%65.84% (-1.2%)

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
25
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$921K -$131K -3,827 -13%
OMC
27
Old Mission Capital
Illinois
$861K -$752K -21,885 -47%
KCM
28
Kathmere Capital Management
Pennsylvania
$849K -$167K -4,870 -17%
OIA
29
OneDigital Investment Advisors
Kansas
$833K +$159K +4,620 +24%
CWM
30
Collaborative Wealth Management
Florida
$771K
SS
31
Sunbelt Securities
Texas
$764K -$59.7K -1,738 -7%
LF
32
Lantz Financial
Illinois
$725K +$299K +8,713 +73%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$717K +$342K +9,951 +95%
BPA
34
Beacon Pointe Advisors
California
$696K +$152K +4,412 +29%
CPIG
35
Chicago Partners Investment Group
Illinois
$682K
OCM
36
Orion Capital Management
California
$620K -$443K -12,913 -42%
CFS
37
CRA Financial Services
New Jersey
$580K -$43.3K -1,260 -7%
PI
38
Parkside Investments
Illinois
$563K
AGA
39
Accuvest Global Advisors
Utah
$545K +$532K +15,500 New
SWA
40
Stratos Wealth Advisors
Ohio
$542K +$529K +15,406 New
VBFP
41
Valtinson Bruner Financial Planning
Minnesota
$458K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$452K +$171K +4,993 +64%
PWMG
43
Pinnacle Wealth Management Group
Michigan
$452K
AWS
44
Atria Wealth Solutions
New York
$426K +$73.1K +2,128 +21%
AAP
45
Arax Advisory Partners
Colorado
$419K -$1.2K -35 -0.3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$415K -$299K -8,720 -43%
Citadel Advisors
47
Citadel Advisors
Florida
$411K -$287K -8,353 -42%
SPC
48
Sigma Planning Corp
Michigan
$401K -$92.6K -2,696 -19%
NFG
49
Nations Financial Group
Iowa
$376K +$6.87K +200 +2%
BFC
50
Bedel Financial Consulting
Indiana
$356K +$65.4K +1,904 +23%